Document & File Management
Connect Box to Sortment
Connect Box to Sortment so its AI agents can read, create and store the files, reports and assets your campaigns use. You approve every change.
- Actions
- 284
- Triggers
- 20
- Authentication
- OAuth2
- Category
- Document & File Management
What Sortment's agents can do in Box
284 actions. The ones lifecycle programs use most are shown first.
- Add domain to list of allowed collaboration domains
- Add or update user avatar
- Add user to group
- Create user exemption from collaboration domain restrictions
- Create email alias
- Create shield information barrier report
- Create shield information barrier segment
- Create shield information barrier segment member
- Create shield information barrier segment restriction
- Create terms of service status for new user
- Create user
- Create user invite
- Create jobs to terminate user group session
- Create jobs to terminate users session
- Update shield information barrier segment with specified id
- Update terms of service status for existing user
- Update user
- Add classification to file
- Add classification to folder
- Add initial classifications
- Add shared link to file
- Add shared link to folder
- Add shared link to web link
- Create AI Agent
- Create Box Sign Request
- Create box skill cards on file
- Create collaboration
- Create comment
- Create folder
- Create folder lock
- Create group
- Create legal hold policy
- Create metadata cascade policy
- Create metadata instance on file
- Create metadata instance on folder
- Create metadata taxonomy
Show all 284 actionsShow fewer actions
- Create metadata taxonomy levels
- Create metadata taxonomy node
- Create metadata template
- Create retention policy
- Create shield information barrier
- Create slack integration mapping
- Create task
- Create Teams integration mapping
- Create terms of service
- Create upload session
- Create upload session for existing file
- Create webhook
- Create web link
- Create zip download
- Find item for shared link
- Find file for shared link
- Find folder for shared link
- Find metadata template by instance id
- Generate text
- Search for content
- Update AI Agent
- Update all box skill cards on file
- Update box skill cards on file
- Update collaboration
- Update comment
- Update file
- Update file request
- Update folder
- Update group
- Update group membership
- Update legal hold policy
- Update metadata instance on file
- Update metadata instance on folder
- Update metadata taxonomy
- Update metadata taxonomy node
- Update metadata template
- Update retention policy
- Update shared link on file
- Update shared link on folder
- Update shared link on web link
- Update slack integration mapping
- Update storage policy assignment
- Update task
- Update task assignment
- Update teams integration mapping
- Update terms of service
- Update webhook
- Update web link
- Get current user
- Get Real-Time Server URL for Long-Polling Events
- Get shield information barrier report by id
- Get shield information barrier segment with specified id
- Get shield information barrier segment member by id
- Get shield information barrier segment restriction by id
- Get user
- Get user avatar
- Get user exempt from collaboration domain restrictions
- Get user invite status
- List ai agents
- List all classifications
- List all collections
- List all file versions
- List all global metadata templates
- List allowed collaboration domains
- List box sign requests
- List box sign templates
- List box skill cards on file
- List collection items
- List enterprise device pins
- List groups for enterprise
- List all metadata templates for enterprise
- List enterprise users
- List user and enterprise events
- List file app item associations
- List file collaborations
- List file comments
- List file version legal holds
- List folder app item associations
- List folder collaborations
- List folder locks
- List group collaborations
- List members of group
- List previous file versions for legal hold policy assignment
- List Box Hubs
- List items in folder
- List all legal hold policies
- List legal hold policy assignments
- List metadata cascade policies
- List metadata instances on file
- List metadata instances on folder
- List metadata taxonomy nodes
- List pending collaborations
- List recently accessed items
- List retention policies
- List retention policy assignments
- List shield information barrier reports
- List shield information barriers
- List shield information barrier segment members
- List shield information barrier segment restrictions
- List shield information barrier segments
- List slack integration mappings
- List storage policies
- List storage policy assignments
- List task assignments
- List tasks on file
- List teams integration mappings
- List terms of services
- List terms of service user statuses
- List trashed items
- List upload session parts
- List user's email aliases
- List user's groups
- List users exempt from collaboration domain restrictions
- List all webhooks
- List workflows
- Assign legal hold policy
- Assign retention policy
- Assign storage policy
- Assign task
- Copy file
- Copy file request
- Copy folder
- Download file
- Download zip archive
- Get AI Agent by ID
- Get ai agent default configuration
- Get allowed collaboration domain
- Get box sign request by id
- Get Box Sign Template by ID
- Get collaboration
- Get collection by id
- Get comment
- Get device pin
- Get file information
- Get file request
- Get files under retention
- Get file thumbnail
- Get file version
- Get file version legal hold
- Get file versions under retention
- Get folder information
- Get group
- Get group membership
- Get legal hold policy
- Get legal hold policy assignment
- Get metadata cascade policy
- Get metadata instance on file
- Get metadata instance on folder
- Get metadata taxonomies for namespace
- Get metadata taxonomy by taxonomy key
- Get metadata taxonomy node by ID
- Get metadata template by id
- Get metadata template by name
- Get retention policy
- Get retention policy assignment
- Get shared link for file
- Get shared link for folder
- Get shared items web links
- Get shield information barrier with specified id
- Get storage policy
- Get storage policy assignment
- Get task
- Get task assignment
- Get terms of service
- Get trashed file
- Get trashed folder
- Get trashed web link
- Get upload session
- Get watermark on file
- Get watermark for folder
- Get webhook
- Get web link
- Get zip download status
- Query files folders by metadata
- Upload file
- Upload file version
- Upload part of file
- Authorize user
- Append metadata taxonomy level
- Apply watermark to file
- Apply watermark to folder
- Ask question
- Commit upload session
- Permanently remove file
- Permanently remove folder
- Unassign storage policy
- Unassign task
- Permanently remove web link
- Extract metadata freeform
- Extract metadata structured
- Force apply metadata cascade policy to folder
- Review files on legal hold policy assignment
- Preflight check before upload
- Promote file version
- Refresh access token
- Request access token
- Resend Box Sign Request
- Starts workflow based on request body
- Transfer owned folders
- Trim metadata taxonomy levels
- Unassign legal hold policy
- Change shield information barrier status
- Remove domain from list of allowed collaboration domains
- Delete shield information barrier segment restriction by id
- Remove email alias
- Delete shield information barrier segment
- Delete shield information barrier segment member by id
- Delete user
- Delete user avatar
- Remove User Domain Exemption
- Remove user from group
- Cancel box sign request
- Delete AI Agent
- Remove box skill cards from file
- Remove collaboration
- Remove comment
- Remove device pin
- Delete file
- Delete file request
- Remove file version
- Delete folder
- Delete folder lock
- Remove group
- Remove legal hold policy
- Remove metadata cascade policy
- Remove metadata instance from file
- Remove metadata instance from folder
- Remove metadata taxonomy
- Remove metadata taxonomy node
- Remove metadata template
- Delete retention policy
- Remove retention policy assignment
- Remove shared link from file
- Remove shared link from folder
- Remove shared link from web link
- Delete Slack integration mapping
- Remove task
- Delete teams integration mapping
- Remove upload session
- Remove watermark from file
- Remove watermark from folder
- Remove webhook
- Remove web link
- Restore file
- Restore file version
- Restore folder
- Restore web link
- Revoke access token
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Box.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack